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Neither my wife or myself has received our w2's yet. what do…

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Neither my wife or...

Neither my wife or myself has received our w2's yet. what do we do

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Neither my wife or myself has received our w2's yet. what do we do

Submitted: 3 months ago.Category: Tax
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Answered in 1 minute by:
3/6/2018
Tax Professional: Lane, JD, CFP, MBA, CRPS replied 3 months ago
Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 14,459
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
Verified

Hi. My name’s Lane …

I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, to clients on three continents, since 1986.

I’m looking at your question now.

Bear with me a moment while I type up my response.

Then if you have further questions we can go from there.

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Tax Professional: Lane, JD, CFP, MBA, CRPS replied 3 months ago

There's actually an IRS process for this ... let me pull up the regs here

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Tax Professional: Lane, JD, CFP, MBA, CRPS replied 3 months ago

https://www.irs.gov/faqs/irs-procedures/w-2-additional-incorrect-lost-non-receipt-omitted/w-2-additional-incorrect-lost-non-receipt-omitted

...

If by the end of February, your attempts to have the Form W-2, Wage and Tax Statement, are unsuccessful, you can request that an IRS representative initiate a Form W-2 complaint. Call the IRS toll free at(###) ###-####or make an appointment to visit an IRS Taxpayer Assistance Center (TAC).

  • The IRS will send your employer a letter requesting that they furnish you a corrected Form W-2 within ten days. The letter advises your employer of their responsibilities to provide a correct Form W-2 and of the penalties for failure to do so.
  • The IRS will send you a letter with instructions and Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. You can use the Form 4852 in the event that your employer doesn't provide you with the corrected Form W-2 in time to file your tax return.

...

Asl if you know the amounts (by, say, looking at check stubs) you can use the 4852 (here's a link to the form: https://www.irs.gov/forms-pubs/about-form-4852) to report , rather than sending the W-2 itself

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